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SBI BANKING & PSU FUND - Regular Paln - Growth

SBI · Banking & PSU
Moderate
₹3277.43
Current NAV
25 Jun 2026
27.3%
1Y Return
20.3%
3Y CAGR
17.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.13).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.63
Sharpe Ratio
0.93
Beta
3.13
Alpha
2.17
Sortino
Fund Details
Fund House SBI
Category Banking & PSU
AUM ₹9180 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
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